Boston Family Office LLC Portfolio Holdings

Boston Family Office LLC

  • $1.41 Billion
  • Q1 2025

Boston Family Office LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.1M, Microsoft Corp with a value of $52M, Visa Inc. with a value of $48.1M, Amazon Com Inc with a value of $47.2M, and Alphabet Inc. with a value of $32.6M.

Examining the 13F form we can see an decrease of $43.8M in the current position value, from $1.46B to 1.41B.

Boston Family Office LLC is based out at Boston, MA

Below you can find more details about Boston Family Office LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
Technology: $302 Million
ETFs: $207 Million
Healthcare: $192 Million
Industrials: $160 Million
Financial Services: $159 Million
Consumer Cyclical: $85.7 Million
Consumer Defensive: $76.3 Million
Basic Materials: $62 Million
Other: $154 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$380B
$7.62 Million 0.54% of portfolio
20,803
Q1 2025 Reduced 2.27%
$138B
$7.68 Million 0.54% of portfolio
37,466
Q1 2025 Added 1.36%
$0
$6.95 Million 0.49% of portfolio
87,998
Q1 2025 Added 1.56%
$0
$6.9 Million 0.49% of portfolio
12,937
Q1 2025 Reduced 5.45%
$92.6B
$6.84 Million 0.48% of portfolio
11,260
Q1 2025 Reduced 0.94%
$12.9B
$6.63 Million 0.47% of portfolio
35,064
Q1 2025 Reduced 8.56%
$0
$6.35 Million 0.45% of portfolio
23,113
Q1 2025 Added 0.69%
$0
$6.21 Million 0.44% of portfolio
59,411
Q1 2025 Reduced 0.47%
$146B
$6.07 Million 0.43% of portfolio
49,831
Q1 2025 Added 9.38%
$14.7B
$5.81 Million 0.41% of portfolio
70,384
Q1 2025 Reduced 34.8%
$0
$5.66 Million 0.4% of portfolio
233,293
Q1 2025 Added 2.1%
$270B
$5.63 Million 0.4% of portfolio
55,692
Q1 2025 Reduced 19.36%
$0
$5.53 Million 0.39% of portfolio
70,668
Q1 2025 Reduced 5.14%
$70.8B
$5.48 Million 0.39% of portfolio
33,263
Q1 2025 Added 20.83%
Te Connectivity LTD
-
$5.57 Million 0.39% of portfolio
-
Q1 2025 Reduced 0.89%
$0
$5.35 Million 0.38% of portfolio
60,823
Q1 2025 Added 26.52%
$141B
$4.82 Million 0.34% of portfolio
20,680
Q1 2025 Reduced 8.75%
$0
$4.61 Million 0.33% of portfolio
200,888
Q1 2025 Added 5.12%
$121B
$4.47 Million 0.32% of portfolio
22,145
Q1 2025 Reduced 0.71%
$207B
$4.53 Million 0.32% of portfolio
50,485
Q1 2025 Reduced 0.46%
$738B
$4.36 Million 0.31% of portfolio
5,282
Q3 2024 Reduced 5.12%
$0
$4.35 Million 0.31% of portfolio
194,215
Q1 2025 Added 7.74%
$0
$4.13 Million 0.29% of portfolio
70,283
Q1 2025 Added 8.82%
$530B
$4.08 Million 0.29% of portfolio
4,373
Q1 2025 Added 650.09%
$93.2B
$4.09 Million 0.29% of portfolio
17,662
Q1 2025 Added 0.31%
$0
$4.07 Million 0.29% of portfolio
8,685
Q1 2025 Reduced 3.45%
$30.2B
$4.01 Million 0.28% of portfolio
67,051
Q4 2024 Reduced 0.37%
$452B
$4.01 Million 0.28% of portfolio
33,687
Q1 2025 Added 8.55%
$74.6B
$3.96 Million 0.28% of portfolio
25,832
Q1 2025 Reduced 3.01%
$104B
$3.82 Million 0.27% of portfolio
11,347
Q1 2025 Added 0.04%
$0
$3.79 Million 0.27% of portfolio
74,913
Q1 2025 Reduced 10.84%
$0
$3.69 Million 0.26% of portfolio
6,570
Q1 2025 Reduced 14.21%
$23B
$3.54 Million 0.25% of portfolio
10,693
Q1 2025 Reduced 6.23%
$227B
$3.55 Million 0.25% of portfolio
13,200
Q1 2025 Added 15.79%
$14.4B
$3.56 Million 0.25% of portfolio
30,735
Q4 2024 Reduced 1.05%
$0
$3.19 Million 0.23% of portfolio
54,584
Q1 2025 Added 0.7%
$301B
$3.29 Million 0.23% of portfolio
45,997
Q1 2025 Reduced 1.22%
$16B
$3.28 Million 0.23% of portfolio
22,270
Q1 2025 Added 0.1%
$267B
$3.04 Million 0.22% of portfolio
5,805
Q1 2025 Added 12.54%
$0
$3.16 Million 0.22% of portfolio
41,322
Q1 2025 Reduced 9.91%
$0
$2.95 Million 0.21% of portfolio
132,495
Q1 2025 Added 48.55%
$293B
$2.87 Million 0.2% of portfolio
34,000
Q1 2025 Reduced 2.86%
$79.9B
$2.87 Million 0.2% of portfolio
11,571
Q1 2025 Reduced 2.11%
$151B
$2.63 Million 0.19% of portfolio
37,848
Q1 2025 Reduced 15.53%
$0
$2.66 Million 0.19% of portfolio
10,350
Q1 2025 Reduced 3.37%
$177B
$2.68 Million 0.19% of portfolio
17,475
Q3 2024 Reduced 3.69%
$0
$2.54 Million 0.18% of portfolio
27,399
Q1 2025 Added 1.61%
$64.9B
$2.48 Million 0.18% of portfolio
10,473
Q1 2025 Reduced 0.07%
$164B
$2.51 Million 0.18% of portfolio
8,056
Q1 2025 Reduced 2.16%

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $1.41 Billion
  • Prior Value $1.46 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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